# Interactive Advisory Software

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/interactive-advisory-software

- Industry: Software
- Headquarters: Marietta, US
- Website: www.iassoftware.com
- Total disclosed funding: $15M
- Latest round: Series B (Jun 30, 2011)
- Investors on record: 2

## About

Interactive Advisory Software, Inc. is a technology-driven firm that specializes in delivering comprehensive investment advisory services to help clients manage their portfolios effectively and achieve financial growth.Interactive Advisory Software, Inc. provides investment advisory software designed for both individual and institutional investors. The company is headquartered in Marietta, US. On August 15, 2012, Interactive Advisory Software was acquired by Hanlon Financial Group for an undisclosed amount. The latest funding round was a Series B, raising USD 5.00 mn, with TTV Capital and TechOperators as the investors. The total amount raised by the company is USD 5.00 mn, which is also the amount from its latest funding round.Interactive Advisory Software focuses on offering investment advisory services tailored to the needs of individual and institutional investors. Their primary services include portfolio management, investment strategy development, and financial planning, designed to enhance asset growth while mitigating risks. The company aims to provide customized solutions addressing specific client needs, such as retirement planning and wealth management, and serves a diverse clientele, including high-net-worth individuals and small to medium-sized enterprises, particularly in the Mid-Atlantic region of the United States.The company generates revenue predominantly through advisory fees linked to their investment management services. Clients engage in ongoing advisory relationships, structured around a fee-based model that correlates with the complexity and scope of the services offered. Revenue is primarily derived from a percentage of assets under management (AUM), aligning the firm's performance with its clients' financial outcomes. They also pursue strategic partnerships to extend their service offerings, ensuring clients receive comprehensive financial solutions. Pricing structures are flexible, allowing for adjustments based on service level and portfolio size.Interactive Advisory Software plans to leverage its recent funding to enhance its software offerings and expand into new markets. Currently, there are initiatives for developing new products set to launch in the upcoming fiscal year. The company aims to target regions beyond the Mid-Atlantic, specifically focusing on the Southeastern and Northwestern markets of the United States by 2025. The support from the Series B funding will be utilized to bolster product development and marketing efforts, facilitating the planned geographic expansion.

## Funding rounds

- Series B, Jun 30, 2011, $5M — TTV Capital, TechOperators
- Series B, Jul 14, 2010, $4.7M — TTV Capital, TechOperators
- Series B, May 17, 2010, $1.9M — TTV Capital
- Series A, Jan 20, 2008, $1.3M — TTV Capital
- Series A, Feb 27, 2007, $0.5M — TTV Capital
- Series A, Sep 18, 2006, $2M — TTV Capital

## Investors

- TTV Capital (https://capitalatlas.ai/funds/ttv-capital) — Series A, Series B
- TechOperators (https://capitalatlas.ai/funds/techoperators) — Series B